LNWWM
Laird Norton Wetherby Wealth Management’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
+40,156
| New | +$551K | 0.02% | 525 |
|
|
2024
Q4 | $2.19M | Sell |
211,044
-10,203
| -5% | -$106K | 0.1% | 192 |
|
|
2024
Q3 | $3.02M | Buy |
221,247
+16,321
| +8% | +$223K | 0.14% | 147 |
|
|
2024
Q2 | $2.64M | Sell |
204,926
-5,801
| -3% | -$74.8K | 0.12% | 162 |
|
|
2024
Q1 | $2.51M | Sell |
210,727
-24,953
| -11% | -$298K | 0.12% | 173 |
|
|
2023
Q4 | $1.96M | Sell |
235,680
-57,976
| -20% | -$483K | 0.1% | 211 |
|
|
2023
Q3 | $2.13M | Buy |
293,656
+111,396
| +61% | +$808K | 0.12% | 171 |
|
|
2023
Q2 | $1.44M | Sell |
182,260
-27,256
| -13% | -$215K | 0.08% | 265 |
|
|
2023
Q1 | $997K | Sell |
209,516
-72,981
| -26% | -$347K | 0.06% | 339 |
|
|
2022
Q4 | $1.15M | Buy |
282,497
+122,795
| +77% | +$500K | 0.07% | 292 |
|
|
2022
Q3 | $703K | Buy |
159,702
+106,702
| +201% | +$470K | 0.05% | 372 |
|
|
2022
Q2 | $198K | Buy |
+53,000
| New | +$198K | 0.01% | 819 |
|